XBRL enabler for business documents
United States Patent 7,415,482
Issued August 19, 2008
Systems and methods for creating an extensible Business Reporting Language (XBRL) instance document are provided. In one embodiment, a business document production application displays a portion of a business document containing business data that is intended to be tagged; and concurrently a tagging application manager integrated with the business document production application displays a portion of XBRL taxonomy. Responsive to a user input event corresponding to a selection of an XBRL attribute and corresponding to a request to map the selected XBRL attribute to a selected cell or range of displayed business data, (i) XBRL markup information is created by forming an association between the selected XBRL attribute and the selected business data; and (ii) the business data is signified as having XBRL markup data by providing an associated visual indication. Then, an XBRL instance document is generated based on the XBRL markup information and the business data.
Analysis of financial and business information based on interactive data
United States Patent 7,822,769
Issued October 26, 2010
Systems and methods are provided for analysis of financial and business information based on interactive data, such as XBRL data. According to one embodiment, a method is provided for mapping extended taxonomy elements to base taxonomy elements. A list of base taxonomy elements is displayed on a display device. A taxonomy map is displayed on the display device. The taxonomy map includes information regarding one or more extended taxonomy elements of a reporting entity that are not mapped to any base taxonomy elements. Responsive to one or more user input events corresponding to a selection of a base taxonomy element and corresponding to a request to map an extended taxonomy element to the selected base taxonomy element, the compatibility of the selected base taxonomy element with the extended taxonomy element is validated. If the compatibility is affirmed, then an association is formed between the extended taxonomy element and the selected base taxonomy element.
Enterprise-level transaction analysis and reporting
United States Patent 8,230,329
Issued July 24, 2012
Systems and methods are provided for enterprise-level analysis and reporting of transaction information. According to one embodiment, a method is provided by way of an enterprise-level analysis and reporting software application to enable a non-technical user on a Personal Computer (or other Network Appliance) to drag and drop metadata elements (e.g., XBRL elements/objects or generic data keys) onto a productivity tool, such as a spreadsheet (e.g., Microsoft Excel), and interactively update the spreadsheet with aggregated information from originating transactions. According to one embodiment of the present invention, transactions are dynamically accumulated into time-sensitive balances (or buckets) and then aggregated into cube(s) before the spreadsheet is refreshed. The user can then drill back through aggregated information to original transaction information.
Taxonomy Mapping
United States Patent 8,280,856
To be Issued October 2, 2012
Systems and methods for mapping extension taxonomy elements to a standard base taxonomy and thereafter making use thereof are provided. According to one embodiment, a list of base taxonomy elements is displayed on a display device. A taxonomy map is also displayed on the display device. The taxonomy map includes information regarding one or more extended taxonomy elements of a reporting entity that are not mapped to any base taxonomy elements. Responsive to one or more user input events corresponding to a selection of a base taxonomy element and corresponding to a request to map an extended taxonomy element to the selected base taxonomy element, the compatibility of the selected base taxonomy element with the extended taxonomy element is validated. If the compatibility is affirmed, then an association is formed between the extended taxonomy element and the selected base taxonomy element.